A.H.N Letter

for Your Industry News

Vol. 118
์ €์ž
์†Œ์†
์•ˆ์ค€ํ˜ธ ๐Ÿ“ง

๋‘์‚ฐ์—๋„ˆ๋นŒ๋ฆฌํ‹ฐ

๊ณต๊ฐœ

June 18, 2023




PART 1. ๋ฐ์ดํ„ฐ๋ถ„์„, ์ธ๊ณต์ง€๋Šฅ

Mercedes-Benz takes in-car voice control to a new level with ChatGPT


๊ธฐ์‚ฌ๋งํฌ


์ง€๊ธˆ๊นŒ์ง€๋Š” ๋‹ค๋“ค ์ฐจ์— ์žˆ์œผ๋‚˜ ์ œ๋Œ€๋กœ ์“ฐ์ง€ ์•Š์•˜๋˜ ์Œ์„ฑ๋ช…๋ น์ด ๋‹ฌ๋ผ์งˆ ๊ฒƒ ๊ฐ™์Šต๋‹ˆ๋‹ค.

๋ฒค์ธ ์—์„œ ์Œ์„ฑ๋ช…๋ น์„ chatGPT์™€ ์—ฐ๋™ํ•˜๊ฒ ๋‹ค๊ณ  ํ•ฉ๋‹ˆ๋‹ค.

์ผ๋‹จ ์„ค์น˜๋ถ€ํ„ฐ ๋ฉ‹์ง‘๋‹ˆ๋‹ค! ์Œ์„ฑ ๋ช…๋ น์œผ๋กœ โ€œHey Mercedes, I want to join the beta programmeโ€ ๋งํ•˜๋ฉด ๋ฌด์„ ์„ ํ†ตํ•ด ์„ค์น˜๊ฐ€ ๋ฉ๋‹ˆ๋‹ค!!!

์ด๋Ÿฐ๊ฑฐ ๋„ˆ๋ฌด๋„ˆ๋ฌด ๋‹จ์ˆœํ•˜์ง€๋งŒ ๋ฉ‹์ง„ ์•„์ด๋””์–ด์ธ๋ฐโ€ฆ ์šฐ๋ฆฌ๋Š” ์ด๋Ÿฐ ๊ฑธ ์™œ ๋จผ์ € ์ƒ๊ฐํ•ด๋‚ด์ง€ ๋ชปํ• ๊นŒ์š”?

์•”ํŠผ ์ด๊ฑธ ์‹œ์ž‘์œผ๋กœ ์ด์ œ ์ž๋™์ฐจ์‹œ์žฅ์„ ์–‘๋ถ„ํ•˜๊ณ  ์žˆ๋Š” Android Auto์™€ Apple CarPlay ์‹œ์žฅ์— ๋ณ€ํ™”๊ฐ€ ์ƒ๊ธธ ๋“ฏ ํ•ฉ๋‹ˆ๋‹ค.

๊ทธ๋‚˜์ €๋‚˜ Google์€ Bard๋ฅผ ๋ฐ๋ฆฌ๊ณ  ์˜ค๋ฉด ๋  ๊ฒƒ ๊ฐ™์€๋ฐ, Apple์€ Siri๋ฅผ ์–ด๋–ป๊ฒŒ ํ•  ์ง€ ๊ถ๊ธˆํ•ด์ง‘๋‹ˆ๋‹ค.



Metaโ€™s Open-Source LLM Will Be 100% Free โ€“ Hereโ€™s Whyโ€ฆ


๊ธฐ์‚ฌ๋งํฌ

๊ทธ๋Œ€๋กœ ๋งํ•ด๋ฒ„๋ฆด์ค„ ์•Œ์•˜๋˜ Meta๊ฐ€ Open-source๋ผ๋Š” ์ •์ฑ…์„ ์•ž์„ธ์›Œ ๋น ๋ฅด๊ฒŒ ๊ฒฝ์Ÿ์ž๋“ค์„ ์••๋ฐ•ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

LLaMA์— ์ด์–ด LLM(Large Language Model)๊นŒ์ง€ Open-source๋กœ ๋ˆ„๊ตฌ๋‚˜ ์‚ฌ์šฉํ•  ์ˆ˜ ์žˆ๋„๋ก ํ–ˆ์Šต๋‹ˆ๋‹ค.

OpenAI์˜ chatGPT, Google์˜ Bard๊ฐ€ ๋ชจ๋‘ closed-source๋ผ Open-source๋ผ๋Š” ์ •์ฑ…์ด ์ œ๋Œ€๋กœ ๋จนํ˜€๋“ค๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

์ด๋ฏธ open-source๋กœ ๊ณต๊ฐœํ•œ LLaMA ๋•๋ถ„์— ์ฃผ๊ฐ€๋„ ํšŒ๋ณตํ•˜๊ณ  AI์‹œ์žฅ์—์„œ ์ž…์ง€๋ฅผ ๊ตณํž ์ˆ˜ ์žˆ์—ˆ๋Š”๋ฐ ์ถ”๊ฒฉํ•˜๋Š” ์ž…์žฅ์—์„œ open-source ์ „๋žต์ด ์œ ํšจํ•˜๋‹ค๊ณ  ํŒ๋‹จํ•œ ๋“ฏ ํ•ฉ๋‹ˆ๋‹ค.

๊ณผ๊ฑฐ ๋ฐ์ดํ„ฐ ๋ถ„์„์ชฝ์—์„œ๋Š” Google์ด ๊ฐœ๋ฐœํ•œ Tensorflow์™€ Meta(๋‹น์‹œ Facebook)์—์„œ ๊ฐœ๋ฐœํ•œ PyTorch๊ฐ€ ์ฃผ๋ ฅ์œผ๋กœ ์˜ฌ๋ผ์„ค ์ˆ˜ ์žˆ์—ˆ๋˜ ์›๋™๋ ฅ์ด ๋˜์—ˆ๋˜ ๊ฒƒ์ด Open-source ์ •์ฑ…์ด์—ˆ๋Š”๋ฐ, ์ด์ œ ์–ธ์–ด๋ชจ๋ธ์—์„œ 2๋ง‰์ด ์‹œ์ž‘๋˜๋ ค ํ•˜๋Š” ๋ชจ์–‘์ƒˆ์ž…๋‹ˆ๋‹ค.





PART 2. ์ „๋ ฅ์‚ฐ์—… ๋™ํ–ฅ


ํ•œ์ „ ์ œ3์ž PPA ์ œ๋„๊ฐœ์ • ์–ด๋–ป๊ฒŒ ์ง„ํ–‰๋˜๋‚˜


๊ธฐ์‚ฌ๋งํฌ


6์›” 14์ผ ์ œ3์ž PPA์˜ ๊ณ ์‹œ๊ฐœ์ •์•ˆ ๊ณต์ฒญํšŒ๊ฐ€ ์žˆ์—ˆ๋‹ค๋Š” ๊ธฐ์‚ฌ์ž…๋‹ˆ๋‹ค.

์ œ3์ž PPA๋ž€ RE100์˜ ๋Œ€ํ‘œ์ ์ธ ์ดํ–‰์ˆ˜๋‹จ์œผ๋กœ ํ•œ์ „ ์ค‘๊ฐœ๋กœ ์ „๊ธฐ์†Œ๋น„์ž์™€ ์žฌ์ƒ์—๋„ˆ์ง€ ๋ฐœ์ „์‚ฌ์—…์ž๊ฐ„ ์ „๋ ฅ๊ตฌ๋งค๊ณ„์•ฝ(PPA)๋ฅผ ์ฒด๊ฒฐํ•˜์—ฌ ์†Œ๋น„์ž๋Š” ์žฌ์ƒ์—๋„ˆ์ง€๋กœ ์ƒ์‚ฐํ•œ ์ „๋ ฅ์„ ๊ตฌ๋งคํ•˜๊ณ  โ€™์žฌ์ƒ์—๋„ˆ์ง€ ์‚ฌ์šฉ ํ™•์ธ์„œโ€™๋ฅผ ๋ฐ›์•„ RE100 ๋ฐ ์˜จ์‹ค๊ฐ€์Šค ๊ฐ์ถ• ์ดํ–‰์— ํ™œ์šฉํ•˜๋Š” ๋ฐฉ๋ฒ•์ž…๋‹ˆ๋‹ค.

๊ฐœ์ •์•ˆ์˜ ์ฃผ์š” ๋‚ด์šฉ์€ ์•„๋ž˜์™€ ๊ฐ™๋‹ค๊ณ  ํ•ฉ๋‹ˆ๋‹ค.

  1. ์ œ3์ž๊ฐ„ ๋ฐ ์ง์ ‘ ์ „๋ ฅ๊ฑฐ๋ž˜๊ณ„์•ฝ ๋ถˆ๊ฐ€ ; ๋™์ผํ•œ ๋ฐœ์ „์„ค๋น„/์ „๊ธฐ์‚ฌ์šฉ์ž๊ฐ€ ์ œ3์ž๊ฐ„ ํ˜น์€ ์ง์ ‘์ „๋ ฅ๊ณ„์•ฝ ๋™์‹œ ์ฒด๊ฒฐ ๋ถˆ๊ฐ€

  2. ์‹œ์žฅ ์ฐธ์—ฌ์ž ๋Œ€์ƒ์กฐ๊ฑด ํ™•๋Œ€ ; ๊ธฐ์กด 1MW ์ดˆ๊ณผ ์†Œ๋น„์ž๋งŒ ์ฐธ์—ฌ ๊ฐ€๋Šฅ \(\rightarrow\) 300kW์ด์ƒ ์†Œ๋น„์ž๋กœ ํ™•๋Œ€

  3. ๋‹ค์ˆ˜ ์ „๊ธฐ์‚ฌ์šฉ์ž ๊ณต๋™๊ณ„์•ฝ ํ—ˆ์šฉ

  4. ๋ฐœ์ „๋Ÿ‰ ๊ตฌ๋งค๋ฐฉ์‹ ์„ ํƒํ—ˆ์šฉ ; ๊ธฐ์กด ๋ฌด์กฐ๊ฑด ์ „์ฒด ์ƒ์‚ฐ์ „๋ ฅ ๊ตฌ๋งค \(\rightarrow\) ํ•ฉ์˜ํ•˜์—ฌ ๋ฐœ์ „๋Ÿ‰ ๊ตฌ๋งค๋ฐฉ์‹์„ ๊ท ๋“ฑ์ •์‚ฐ ํ˜น์€ ์‹œ๊ฐ„๋Œ€๋ณ„ ์ •์‚ฐ ๊ฐ€๋Šฅ

  5. ์ดˆ๊ณผ ๋ฐœ์ „๋Ÿ‰ ์‹œ์žฅ ๊ฑฐ๋ž˜ ํ—ˆ์šฉ ; ์‚ฌ์šฉํ•œ ์ „๋ ฅ๋Ÿ‰์„ ์ดˆ๊ณผํ•˜๋Š” ๋ฐœ์ „๋Ÿ‰์— ๋Œ€ํ•ด ์ „๋ ฅ์‹œ์žฅ์—์„œ ๊ฑฐ๋ž˜ ๊ฐ€๋Šฅ (๋‹จ SMP, REC๋Š” ๋ฐ›์„ ์ˆ˜ ์—†์Œ)

  6. ์ „๋ ฅ๋Ÿ‰๊ณ„ ๋น„์šฉ๋ถ€๋‹ด ; ์–‘๋ฐฉํ–ฅ ์ „๋ ฅ๋Ÿ‰๊ณ„ ์„ค์น˜ ์‹œ ์ „๊ธฐํŒ๋งค์‚ฌ์—…์ž์™€ ๋ฐœ์ „์‚ฌ์—…์ž๊ฐ€ ๋™์ผํ•˜๊ฒŒ ๋‚˜๋ˆ ์„œ ๋ถ€๋‹ด

  7. ๊ฑฐ๋ž˜ ์ˆ˜์ˆ˜๋ฃŒ ์ •๋ฆฝ ; ๋ฐœ์ „์‚ฌ์—…์ž ๋˜๋Š” ์ „๊ธฐ์‚ฌ์šฉ์ž๊ฐ€ ๋‹ค์ˆ˜์ธ ๊ฒฝ์šฐ 1/N์œผ๋กœ ์ •์‚ฐ

  8. ๋ถ€๊ฐ€ ์ •์‚ฐ๊ธˆ ์‚ฐ์ •๋ฐฉ์‹ ๋ณ€๊ฒฝ ; ์ง์ ‘ PPA ๋ถ€๊ฐ€์ •์‚ฐ๊ธˆ๊ณผ ์ œ3์ž PPA ์ •์‚ฐ๊ธˆ ๋‹จ๊ฐ€๋ฅผ ๋™์ผํ•˜๊ฒŒ ์‚ฐ์ •

  9. ์š”๊ธˆํ•ญ๋ชฉ ๋‹จ๊ฐ€ ์‚ฐ์ •์‹œ๊ธฐ ; ๊ธฐ์กด ์ „๋…„๋„ 12์›” ์žฌ์‚ฐ์ •ํ•˜์—ฌ ๋‹นํ•ด 1์›” ~ 12์›” ์ ์šฉ \(\rightarrow\) ๋‹นํ•ด 6์›” ์‚ฐ์ •ํ•˜์—ฌ ๋‹นํ•ด 7์›” ~ ๋‚ด๋…„ 6์›”๊นŒ์ง€ ์ ์šฉ

์ผ๋‹จ 5๋ฒˆ ํ•ญ๋ชฉ์ด ์ƒ๋‹นํžˆ ๋งค๋ ฅ์ ์ผ ๊ฒƒ ๊ฐ™์Šต๋‹ˆ๋‹ค. ๊ธฐ์—…(์žฌ์ƒ์—๋„ˆ์ง€ ๋ฐœ์ „์‚ฌ์—…์ž)์ž…์žฅ์—์„œ๋Š” ๋Œ€๊ทœ๋ชจ ์žฌ์ƒ์—๋„ˆ์ง€๋ฅผ ๊ณต๊ธ‰๋ฐ›๊ณ  ์ดˆ๊ณผ๋Ÿ‰์€ ์ „๋ ฅ์‹œ์žฅ์— ํŒ” ์ˆ˜ ์žˆ๊ฒŒ ๋œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ์žฌ์ƒ์—๋„ˆ์ง€ ๋ฐœ์ „์‚ฌ์—…์ž์—๊ฒŒ๋„ ์ข‹์€ ์กฐ๊ฑด์ด๊ณ , ์•ž์œผ๋กœ ์‹œ๊ฐ„๋Œ€๋ณ„ ์ •์‚ฐ์ด ๋” ํ™œ์„ฑํ™” ๋  ๊ฒƒ์œผ๋กœ ๋ณด์ž…๋‹ˆ๋‹ค.



Chinese PV Industry Brief: Jinko to build 56 GW vertically integrated PV factory


๊ธฐ์‚ฌ๋งํฌ


์ค‘๊ตญ ์—…์ฒด ์†Œ์‹์ž…๋‹ˆ๋‹ค.

์ •๋ง ๋ง๋„ ์•ˆ๋˜๋Š” ์†๋„๋กœ ์ƒ์‚ฐ๋Šฅ๋ ฅ์„ ํ–ฅ์ƒ์‹œํ‚ค๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

๋ฌด์„œ์šด ์†๋„๋กœ ์–‘์‚ฐ๋Šฅ๋ ฅ์„ ๋†’์—ฌ๊ฐ€๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

JinkoSolar๋Š” ์‚ฐ์‹œ์„ฑ์— 56GW๊ทœ๋ชจ์˜ PV๊ณต์žฅ์„ ๊ฑด์„คํ•  ์˜ˆ์ •($78.8B)์ด๋ผ ํ•˜๊ณ  Longi Green Energy๋Š” ์‹ค๋ฆฌ์ฝ˜ ์›จ์ดํผ 100GW, ํƒœ์–‘์ „์ง€(Solar cell) 50GW ์ƒ์‚ฐ์šฉ๋Ÿ‰์„ ๊ฐ–์ถ˜ ๊ณต์žฅ์„ ๊ฑด์„ค ์˜ˆ์ •($45.2B)์ด๋ผ ํ•ฉ๋‹ˆ๋‹ค.

Longi Green Energy์˜ ๊ณต์ž๋Š” ์™„๊ณต์‹œ ์„ธ๊ณ„ ์ตœ๋Œ€์˜ PV ์ƒ์‚ฐ์‹œ์„ค์ด ๋  ๊ฒƒ์ด๋ผ ํ•ฉ๋‹ˆ๋‹ค.

์ฐธ๊ณ ๋กœ ํ•œ๊ตญ์˜ ํƒœ์–‘๊ด‘ ์ „์ฒด ์šฉ๋Ÿ‰์€ 4GW ์ •๋„์ด๋‹ˆ ์ € ๊ณต์žฅ์˜ ๊ทœ๋ชจ๋ฅผ ๋Œ€์ถฉ ์ง์ž‘ํ•˜์‹ค ์ˆ˜ ์žˆ์œผ์‹ค ๊ฒƒ์ž…๋‹ˆ๋‹ค.

ํ•˜๋‚˜๋” ์ฐธ๊ณ ๋กœ 2022๋…„ ์„ธ๊ณ„ ํƒœ์–‘๊ด‘ ์‹ ๊ทœ ์„ค์น˜์šฉ๋Ÿ‰์€ 260GW, ์˜ฌํ•ด๋Š” IEA ์˜ˆ์ธก ๊ธฐ์ค€ 310GW ์ž…๋‹ˆ๋‹ค.






PART 3. ์ „๋ ฅ์‹œ์žฅ


Wordcloud for Energy



์ „๋ ฅ๊ณ„ํ†ต

์—†์Œ


best regards,
J.H



Industry News?
๋งค์ฃผ ๋ฐ์ดํ„ฐ ๋ถ„์„, ์ธ๊ณต์ง€๋Šฅ, ์ „๋ ฅ์‚ฐ์—…์˜ ์ƒˆ๋กœ์šด ์†Œ์‹๊ณผ ์‚ฐ์—…๊ณ„ ๋™ํ–ฅ์„ ๊ณต์œ ํ•˜๋Š” ๋‰ด์Šค๋ ˆํ„ฐ์ž…๋‹ˆ๋‹ค.
Feedback์€ ์–ธ์ œ๋ผ๋„ ํ™˜์˜ํ•ฉ๋‹ˆ๋‹ค.
๐Ÿ“ซ junho.ahn@doosan.com



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